Position history for Corient Private Wealth LLC's holdings in ISHARES TR
Corient Private Wealth LLC holds 4.6M shares of IVV (ISHARES TR), worth $2.8B as of 2026-Q1. The position was decreased (-73.8% shares). IVV represents 4.0% of Corient Private Wealth LLC's portfolio.
Current Value
$2.8B
Current Shares
4.6M
Total Value Change
+$2B
Total Shares Change
+3.2M
Other major holders of IVV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 4.6M |
-73.8% |
| $2.8B |
| 4.0% |
| $683.37 |
0 |
| 2025-Q4 | Increased | 17.4M | +400.8% | $2.6B | 3.5% | $689.92 | 94 |
| 2025-Q3 | Increased | 3.5M | +14.8% | $2.1B | 3.3% | $664.41 | 67 |
| 2025-Q2 | Decreased | 3M | -41.1% | $2.4B | 2.5% | $613.43 | 0 |
| 2025-Q1 | Increased | 5.1M | +120.0% | $2.9B | 4.7% | $552.75 | 94 |
| 2024-Q4 | Decreased | 2.3M | -5.7% | $1.2B | 2.0% | $583.48 | 0 |
| 2024-Q3 | Increased | 2.5M | +86.8% | $1.4B | 2.2% | $564.81 | 85 |
| 2024-Q2 | Decreased | 1.3M | -17.1% | $725.3M | 1.3% | $536.31 | 0 |